Our Firm
Our firm provides comprehensive fee-only wealth management services to a select group of clients who are looking to reduce the stress associated with their financial affairs. We use a team-based approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes and retirement needs.
Recommendations from our firm are based solely on your specific needs and goals. As an independent advisor, we have no ties to the Wall Street community and this allows us to sit on the same side of the table as our clients, helping them to achieve what is most important to them.
All advisory staff at the firm hold either the Chartered Financial Analyst (CFA) designation or the Certified Financial Planner (CFP®) certification. The CFA charter is generally considered the gold standard in the global investment management industry and demonstrates a commitment to ethical behavior and professional excellence. The CFP® designation is the most recognized financial planning mark in the world and demonstrates a commitment to taking a holistic view of our clients’ financial situations. Having advisors holding both of these designations under one roof demonstrates the firm’s commitment to lifelong learning and maintaining the highest levels of competence in the industry.
Our Mission
Our mission is to improve the quality of our clients’ lives by helping them merge their resources with their most important life goals. Our purpose is to help build, manage, and preserve your wealth. We always put our clients' interests first, act with integrity and strive for excellence in every area of our practice. Success to us is not measured by performance statistics but rather, by our clients’ success in achieving their goals.
Our Clients
Our clients are highly motivated to work with a professional advisor, not a sales representative. They realize the value of independent advice and the impact this can have on achieving their most important goals. They are individuals who expect excellence and have made a commitment to themselves to achieving it. Ultimately, our clients are looking to make intelligent decisions, want to simplify their lives and desire peace of mind so they can spend their time on what they enjoy most. Finally, our clients are willing to enter into a long-term relationship that is mutually beneficial.
Our Philosophy
Our philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of their wealth. The entire staff of Intelligent Financial Strategies is deeply committed to this philosophy.
